Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
Betting on a Rate Cut Might Not Be the Consensus, But Here’s Why it’s Likely
My interest rate projection appears to go against the grain.
Here’s Why the U.S. Dollar Index Just Reached a One-Year High
Warsh’s battle for price stability and against the Fed’s balance sheet are creating a reaction in currency markets.
Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.
If ‘Inflation Is a Choice,’ Consumers Should Rejoice
Kevin Warsh kicks off his term as Fed Chair by declaring war on inflation.
Inflation Concerns to Battle With the AI Growth Narrative
Here’s my strategy with AI bubble worries now competing with a Fed preparing for potential rate hikes.
Kevin Warsh Makes It Clear There’s a New Sheriff in Town
If you’ve followed Warsh before he became Fed Chair, his press conference shouldn’t have been that surprising.
4 Changes in the Fed’s New Projections, Including a Rate Hike Forecast
The bulk of these changes were expected, except for one.
Updates on 8 Positions as We Wait for the Fed
I’m still finding things to buy. Here’s what I’ve been up to.
Warsh Faces Dilemma Amid Investor Hopes for a Dovish Fed and Inflation
The new Fed Chair will have a difficult time delivering the rate cuts that Trump desires.